Thomas Sims Email & Phone Number
Senior Manager, Wealth Advisor @ Charles Schwab
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Thomas Sims Location
- Charlotte, NC, US
Thomas Sims Work
- Senior Manager, Wealth Advisor @ (May 2026 - Present)
- Wealth Advisor, Director @ (October 2023 - August 2025)
- Senior Financial Advisor, CFP® @ (January 2017 - October 2023)
- Client Relationship Specialist @ (December 2015 - January 2017)
- Digital Sales Executive @ (April 2015 - December 2015)
Thomas Sims Education
- West Virginia University
Master's Degree (Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies)
2010-2015 - Mount Lebanon High School
High School
2007-2010
Thomas Sims Summary
- Thomas Sims, based in Charlotte, NC, US, is currently a Senior Manager, Wealth Advisor at Charles Schwab. Thomas Sims brings experience from previous roles at MAI Capital Management, Vanguard and Hearst Digital Marketing Services. Thomas Sims holds a 2010 - 2015 Master's Degree in Masters in Secondary Education and Teaching. • Bachelor’s Degree in Interdisciplinary Studies @ West Virginia University. Thomas Sims has 3 emails and 2 mobile phone numbers on RocketReach.
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